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Applying offline using PDF forms:
Step 1
This page describes how to fill out your
application using our online PDF format forms. Before you begin, make sure that you have a printer available to print the completed application.
Indicate the type of account you want to open:
- From the green navigation bar on the left of the
® site click Forms, then choose the PDF option of the application that you would like. If you just want to register as a member with
, choose the Personal Application. The IRA, Coverdell (Education IRA), Business, and Trust, Estate and Conservatorship Applications contain the same core information, as well as account specific information.
- After the form appears on your screen read Section 1, Account Type, to confirm that you have the correct application.
- Enter information directly from your keyboard, then print the completed form and mail it to us. To use this method, begin filling out the application by clicking your mouse in the first information field at the top of the screen. Once in a box, you can use the Tab key to navigate the document. Click Tab to move forward when finished entering data into each field. To move back one field, Shift, and Tab. If you use the Enter, or Return key, you will lose your place in the tabbing sequence. The mouse may be used at any time to return to a field. Just move the mouse to any area and Click to enter the box.
- You also have the option to print the blank application form at this point and fill it out by hand. Go directly to Step 3 for instructions on signing and mailing your form to us.
- Proceed to Step 2 for a field-by-field guide to completing the application form.
- If you would like additional tips on downloading and using Acrobat Reader click here
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Overview
Step 1